Propriedade Institucional e de Fundos - Vendedores
Esta página mostra instituições, fundos e principais acionistas que diminuíram participações ou fecharam suas posições no último período de relatório. Linhas vermelhas indicam posições fechadas. Clique no ícone do link para ver o histórico completo de transações.
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| Data do Arquivo | Fonte | Investidor | Tipo | Preço Médio (Est) |
Ações | Δ Ações (%) |
Valor Reportado (US$1000) |
Δ Valor (%) |
Aloc. de Portf. (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-15 | 13F | Tower Research Capital LLC (TRC) | 32 | -94.50 | 2 | -97.06 | ||||
| 2026-05-05 | 13F | Capital Investment Advisory Services, LLC | 205,558 | -1.93 | 12,033 | -2.24 | ||||
| 2026-04-23 | 13F | Sellwood Investment Partners LLC | 12,435 | -4.65 | 728 | -4.97 | ||||
| 2026-05-15 | 13F | Mercer Global Advisors Inc /adv | 457,874 | -43.08 | 26,804 | -43.27 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 601,990 | -3.22 | 35,241 | -3.53 | ||||
| 2026-05-08 | 13F | Blair William & Co/il | 16,681 | -13.48 | 976 | -13.78 | ||||
| 2026-05-13 | 13F | Elm Partners Management LLC | 1,165,925 | -12.25 | 68,195 | -12.61 | ||||
| 2026-04-30 | 13F | North Capital, Inc. | 48,234 | -0.54 | 2,824 | -0.88 | ||||
| 2026-01-27 | 13F | Northern Financial Advisors Inc | 0 | -100.00 | 0 | |||||
| 2026-01-05 | 13F | Noble Wealth Management PBC | 0 | -100.00 | 0 | |||||
| 2026-05-15 | 13F | Cape Investment Advisory, Inc. | 0 | -100.00 | 0 | |||||
| 2026-04-07 | 13F | Blueline Advisors Llc | 3,457 | -42.78 | 202 | -42.94 | ||||
| 2026-04-29 | 13F | Clear Point Advisors Inc. | 0 | -100.00 | 0 | |||||
| 2026-05-07 | 13F | MidAtlantic Capital Management, Inc. | 0 | -100.00 | 0 | |||||
| 2026-05-14 | 13F | Jacobi Capital Management LLC | 4,636 | -8.63 | 271 | -9.06 | ||||
| 2026-04-21 | 13F | Roth Financial Partners LLC | 7,375 | -57.25 | 432 | -57.45 | ||||
| 2026-04-27 | 13F | Canal Capital Management, LLC | 27,135 | -17.37 | 1,588 | -17.63 | ||||
| 2026-05-08 | 13F | TPG Financial Advisors, LLC | 13,761 | -0.03 | 806 | -0.37 | ||||
| 2026-04-27 | 13F | HB Wealth Management, LLC | 74,747 | -19.72 | 4,376 | -19.99 | ||||
| 2026-04-28 | 13F | Walser Wealth Management Company, A Ltd Liability Co | 7,360 | -21.02 | 431 | -21.39 | ||||
| 2026-05-12 | 13F | Moneta Group Investment Advisors Llc | 0 | -100.00 | 0 | |||||
| 2026-05-05 | 13F | Beaumont Financial Advisors, LLC | 18,692 | -16.16 | 1,094 | -16.42 | ||||
| 2026-05-14 | 13F | Hilltop Holdings Inc. | 11,658 | -0.38 | 682 | -0.73 | ||||
| 2026-05-12 | 13F | Asset One Wealth Management LLC | 56,335 | -4.89 | 3,296 | -5.13 | ||||
| 2026-05-01 | 13F | Climber Capital SA | 72,747 | -16.71 | 4,257 | -16.92 | ||||
| 2026-04-06 | 13F | GAMMA Investing LLC | 0 | -100.00 | 0 | |||||
| 2026-02-06 | 13F | SoundView Advisors Inc. | 0 | -100.00 | 0 | |||||
| 2026-02-09 | 13F | Texas Capital Bank Wealth Management Services Inc | 0 | -100.00 | 0 | |||||
| 2026-05-01 | 13F | One Degree Advisors Inc | 0 | -100.00 | 0 | |||||
| 2026-04-21 | 13F | Paradigm Financial Partners, Llc | 0 | -100.00 | 0 | |||||
| 2026-05-13 | 13F | O'shaughnessy Asset Management, Llc | 97 | -49.74 | 6 | -54.55 | ||||
| 2026-04-16 | 13F | SG Americas Securities, LLC | 0 | -100.00 | 0 | |||||
| 2026-01-16 | 13F | Hopwood Financial Services, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-04-02 | 13F | Ares Financial Consulting, LLC | 12,687 | -6.46 | 740 | -7.04 | ||||
| 2026-05-08 | 13F | NewSquare Capital LLC | 113,115 | -64.09 | 6,622 | -64.21 | ||||
| 2026-05-14 | 13F | Cwm, Llc | 10,626 | -17.20 | 622 | |||||
| 2026-04-10 | 13F | Perigon Wealth Management, LLC | 84,219 | -6.72 | 4,930 | -7.02 | ||||
| 2026-04-20 | 13F | Sowell Financial Services LLC | 8,707 | -0.61 | 510 | -0.97 | ||||
| 2026-04-27 | 13F | Western Reserve Capital Management, LLC | 6,680 | -7.81 | 391 | -8.00 | ||||
| 2026-02-13 | 13F | Brooklands Fund Management Ltd | Call | 0 | -100.00 | 0 | ||||
| 2026-05-13 | 13F | Lido Advisors, LLC | 440,484 | -1.55 | 25,786 | -1.87 | ||||
| 2026-01-26 | 13F | Annex Advisory Services, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-17 | 13F | HHM Wealth Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2026-02-17 | 13F | Two Sigma Securities, Llc | 0 | -100.00 | 0 | |||||
| 2026-04-30 | 13F | Indivisible Partners | 10,378 | -22.04 | 608 | -22.28 | ||||
| 2026-05-12 | 13F | Colonial Trust Co / SC | 144 | -5.88 | 8 | 0.00 | ||||
| 2026-02-10 | 13F | Garde Capital, Inc. | 0 | -100.00 | 0 | |||||
| 2026-04-09 | 13F | Acropolis Investment Management, LLC | 572,906 | -34.22 | 33,538 | -34.43 | ||||
| 2026-04-16 | 13F | Spectrum Planning & Advisory Services Inc. | 3,590 | -77.86 | 210 | -77.94 | ||||
| 2026-04-23 | 13F | J.w. Cole Advisors, Inc. | 41,364 | -28.92 | 2,421 | 19.09 | ||||
| 2026-05-06 | 13F | Hallmark Capital Management Inc | 9,975 | -0.49 | 584 | -0.85 | ||||
| 2026-02-12 | 13F | Chilton Capital Management Llc | 0 | -100.00 | 0 | |||||
| 2026-04-21 | 13F | Navigation Wealth Management, Inc. | 9,224 | -3.40 | 540 | -3.75 | ||||
| 2026-05-15 | 13F | MGO Private Wealth, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-14 | 13F | Beaird Harris Wealth Management, LLC | 21,632 | -4.23 | 1,266 | -4.52 | ||||
| 2026-05-04 | 13F | Retirement Planning Group | 979,118 | -18.54 | 57,318 | -18.80 | ||||
| 2026-05-05 | 13F | Birchwood Financial Partners, Inc. | 350 | -50.00 | 20 | -51.22 | ||||
| 2026-05-14 | 13F | Zacks Investment Management | 103,119 | -14.02 | 6,037 | -14.30 | ||||
| 2026-04-29 | 13F | Envestnet Portfolio Solutions, Inc. | 13,696 | -46.51 | 802 | -46.71 | ||||
| 2026-02-06 | 13F | Rps Advisory Solutions Llc | 0 | -100.00 | 0 | |||||
| 2026-05-04 | 13F | Tuttle Tactical Management LLC | 0 | -100.00 | 0 | |||||
| 2026-05-04 | 13F | Checchi Capital Advisers, LLC | 40,791 | -4.93 | 2,388 | -5.24 | ||||
| 2026-04-21 | 13F | Maseco Llp | 444,321 | -8.84 | 26,013 | -9.14 | ||||
| 2026-04-23 | 13F | SMART Wealth LLC | 36,285 | -25.29 | 2,124 | -25.53 | ||||
| 2026-04-09 | 13F | Peterson Wealth Advisors, LLC | 13,473 | -4.49 | 789 | -4.83 | ||||
| 2026-04-24 | 13F | Kendall Capital Management | 5,805 | -15.26 | 340 | -15.67 | ||||
| 2026-02-09 | 13F | Atlantic Trust, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-13 | 13F | Invariant Investment Management | 4,674 | -14.68 | 273 | -14.95 | ||||
| 2026-05-13 | 13F | Ameritas Investment Partners, Inc. | 1,830 | -5.13 | 107 | -5.31 | ||||
| 2026-05-15 | 13F | Horizon Kinetics Asset Management Llc | 98,748 | -10.30 | 5,781 | -10.60 | ||||
| 2026-04-30 | 13F | Sollinda Capital Management LLC | 162,448 | -4.80 | 9,510 | -5.11 | ||||
| 2026-05-06 | 13F | Windward Private Wealth Management Inc. | 42,844 | -2.54 | 2,508 | -2.83 | ||||
| 2026-05-14 | 13F | Mcguire Capital Advisors Inc | 11 | -63.33 | 1 | -100.00 | ||||
| 2026-04-03 | 13F | Ridgewood Investments LLC | 41,615 | -6.69 | 2,436 | -7.16 | ||||
| 2026-05-01 | 13F | Slagle Financial, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-22 | 13F | Investment Advisory Group, LLC | 42,124 | -3.09 | 2,466 | -3.41 | ||||
| 2026-05-07 | 13F | D'Orazio & Associates, Inc. | 10,079 | -9.01 | 590 | -9.23 | ||||
| 2026-04-24 | 13F | UMA Financial Services, Inc. | 0 | -100.00 | 0 | |||||
| 2026-04-23 | 13F | Bell Bank | 13,253 | -55.73 | 776 | -55.92 | ||||
| 2026-05-15 | 13F | Ameriprise Financial Inc | 3,192,770 | -6.82 | 186,981 | -7.09 | ||||
| 2026-05-14 | 13F | CIBC World Markets Inc. | 14,385 | -4.29 | 842 | -4.54 | ||||
| 2026-05-12 | 13F | BOK Financial Private Wealth, Inc. | 8,141 | -64.22 | 477 | -64.37 | ||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 211,245 | -77.15 | 12,366 | -77.23 | ||||
| 2026-05-12 | 13F | Summit Trail Advisors, Llc | 89,436 | -64.61 | 5,236 | -64.73 | ||||
| 2026-05-11 | 13F | Schiavi & Co LLC | 15,536 | -3.27 | 909 | -3.61 | ||||
| 2026-04-22 | 13F | Burrus Financial Services, Inc. | 0 | -100.00 | 0 | |||||
| 2026-04-10 | 13F | Lake Hills Wealth Management, LLC | 10,355 | -14.24 | 606 | -14.53 | ||||
| 2026-03-05 | 13F | Bush Investment Group, Llc | 0 | -100.00 | 0 | |||||
| 2026-05-07 | 13F | Agf Management Ltd | 26,120 | -5.36 | 1,529 | -5.62 | ||||
| 2026-05-11 | 13F | Viawealth, Llc | 12,996 | -6.20 | 761 | -6.52 | ||||
| 2026-05-15 | 13F | Breakwater Investment Management | 65,766 | -1.42 | 3,850 | -1.74 | ||||
| 2026-02-13 | 13F | Heritage Wealth Advisors | 0 | -100.00 | 0 | |||||
| 2026-05-06 | 13F | Ritter Daniher Financial Advisory LLC / DE | 230 | -60.68 | 13 | -61.76 | ||||
| 2026-04-27 | 13F | Tennessee Valley Asset Management Partners | 78,797 | -4.60 | 4,613 | -4.91 | ||||
| 2026-01-08 | 13F | Spartan Planning & Wealth Management | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-04-29 | 13F | Garner Asset Management Corp | 0 | -100.00 | 0 | |||||
| 2026-05-12 | 13F | Orcam Financial Group | 11,880 | -12.45 | 695 | -12.69 | ||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 19,859 | -4.09 | 1,163 | -4.44 | ||||
| 2026-04-16 | 13F | Addis & Hill, Inc | 14,892 | -0.49 | 872 | -0.80 | ||||
| 2026-05-06 | 13F | FSA Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2026-05-14 | 13F | Westerkirk Capital Inc. | 597,540 | -31.17 | 34,980 | -31.39 | ||||
| 2026-05-13 | 13F | Headlands Technologies LLC | 0 | -100.00 | 0 | |||||
| 2026-04-28 | 13F | Planning Center, Inc. | 3,504 | -8.06 | 205 | -8.07 | ||||
| 2026-05-13 | 13F | Pinnacle Financial Group, LLC / IL | 5,604 | -6.00 | 328 | -6.29 | ||||
| 2026-01-27 | 13F | Brighton Jones Llc | 0 | -100.00 | 0 | |||||
| 2026-04-20 | 13F | Verus Financial Partners, Inc. | 26,690 | -12.59 | 1,561 | -13.04 | ||||
| 2026-05-14 | 13F | Permanent Capital Management, LP | 0 | -100.00 | 0 | |||||
| 2026-05-19 | 13F | Winnow Wealth Llc | 0 | -100.00 | 0 | |||||
| 2026-05-20 | 13F | Hobbs Group Advisors, LLC | 16,863 | -29.03 | 987 | -29.25 | ||||
| 2026-04-27 | 13F | PFG Investments, LLC | 22,421 | -2.31 | 1,313 | -2.60 | ||||
| 2026-05-08 | 13F | Resources Investment Advisors, LLC. | 139,992 | -4.36 | 8,195 | -4.66 | ||||
| 2026-04-10 | 13F | Octavia Wealth Advisors, LLC | 91,209 | -44.24 | 5,339 | -44.42 | ||||
| 2026-05-15 | 13F | Empowered Funds, LLC | 218,292 | -12.97 | 12,738 | -13.52 | ||||
| 2026-04-23 | 13F | Howard Bailey Securities, Llc | 0 | -100.00 | 0 | |||||
| 2026-05-11 | 13F | MCF Advisors LLC | 77,137 | -7.21 | 4,516 | -7.52 | ||||
| 2026-05-12 | 13F | Oakmont Advisory Group, LLC | 10,685 | -25.46 | 626 | -25.68 | ||||
| 2026-04-28 | 13F | Stratos Wealth Advisors, LLC | 5,434 | -98.67 | 318 | -98.67 | ||||
| 2026-04-08 | 13F | Charis Legacy Partners, LLC | 6,018 | -5.32 | 352 | -5.63 | ||||
| 2026-04-23 | 13F | Glass Jacobson Investment Advisors llc | 40,096 | -0.79 | 2,347 | -1.10 | ||||
| 2026-04-14 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 10,507 | -0.06 | 615 | -0.32 | ||||
| 2026-05-07 | 13F | Summit Global Investments | 20,231 | -1.25 | 1 | 0.00 | ||||
| 2026-05-12 | 13F | Stokes Family Office, LLC | 49,394 | -9.49 | 2,892 | -9.80 | ||||
| 2026-01-07 | 13F | Sandbox Financial Partners, LLC | 0 | -100.00 | 0 | |||||
| 2026-02-03 | 13F | Farmers & Merchants Investments Inc | 0 | -100.00 | 0 | |||||
| 2026-05-08 | 13F | Addison Advisors LLC | 2,264 | -2.20 | 133 | -2.22 | ||||
| 2026-05-13 | 13F | West Chester Capital Advisors, Inc | 99,678 | -7.73 | 5,835 | -8.02 | ||||
| 2026-04-02 | 13F | MJT & Associates Financial Advisory Group, Inc. | 0 | -100.00 | 0 | |||||
| 2026-05-14 | 13F | Hara Capital LLC | 87,527 | -17.08 | 5,124 | -17.36 | ||||
| 2026-04-21 | 13F | Family Wealth Group, LLC | 0 | -100.00 | 0 | |||||
| 2026-02-05 | 13F | Schulz Wealth, LTD. | 46,843 | -1.64 | 2,751 | -1.82 | ||||
| 2026-04-23 | 13F | Accurate Wealth Management, LLC | 44,797 | -14.24 | 2,617 | -14.70 | ||||
| 2026-05-01 | 13F | American Trust | 14,537 | -15.29 | 851 | -15.59 | ||||
| 2026-02-13 | 13F | Clarity Asset Management, Inc. | 0 | -100.00 | 0 | |||||
| 2026-05-13 | 13F | ETF Portfolio Partners, Inc. | 22,496 | -0.80 | 1,317 | -1.13 | ||||
| 2026-05-14 | 13F | Northern Trust Corp | 7,965,601 | -5.46 | 466,306 | -5.76 | ||||
| 2026-04-24 | 13F | Boston Trust Walden Corp | 0 | -100.00 | 0 | |||||
| 2026-05-15 | 13F | Valley Financial Group, Inc. | 59,507 | -2.15 | 3,484 | -2.46 | ||||
| 2026-04-21 | 13F | GHP Investment Advisors, Inc. | 895 | -10.23 | 52 | -10.34 | ||||
| 2026-05-07 | 13F | Green Square Capital Advisors Llc | 3,841 | -4.93 | 225 | -5.49 | ||||
| 2026-05-14 | 13F | Pinnacle Financial Partners, Inc. | 17,863 | -6.19 | 1,046 | -6.53 | ||||
| 2026-05-04 | 13F | Lifeworks Advisors, LLC | 11,578 | -21.94 | 678 | -22.27 | ||||
| 2026-05-14 | 13F | Vermillion & White Wealth Management Group, LLC | 0 | -100.00 | 0 | |||||
| 2026-01-23 | 13F | Clear Creek Financial Management, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-14 | 13F | Laraway Financial Inc | 4,911 | -3.89 | 287 | -4.33 | ||||
| 2026-05-05 | 13F | Regions Financial Corp | 368,562 | -3.25 | 21,576 | -3.56 | ||||
| 2026-05-12 | 13F | Laurel Wealth Advisors LLC | 0 | -100.00 | 0 | |||||
| 2026-05-15 | 13F | Talon Private Wealth, LLC | 572,787 | -9.95 | 33,531 | -10.32 | ||||
| 2026-04-13 | 13F | Successful Portfolios LLC | 50,856 | -1.61 | 2,976 | -1.98 | ||||
| 2026-05-05 | 13F | Journey Advisory Group, LLC | 83,234 | -25.59 | 4,873 | -25.83 | ||||
| 2026-05-15 | 13F | Mission Wealth Management, Lp | 3,868 | -1.60 | 226 | -1.74 | ||||
| 2026-05-15 | 13F | National Bank Of Canada /fi/ | 161,889 | -15.30 | 9,477 | -15.58 | ||||
| 2026-05-05 | 13F | SOUTH STATE Corp | 145 | -76.80 | 8 | -77.78 | ||||
| 2026-02-26 | 13F/A | Authentikos Wealth Advisory, LLC | 0 | -100.00 | 0 | |||||
| 2026-02-03 | 13F | American Assets Investment Management, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-01 | 13F | Valmark Advisers, Inc. | 1,260,898 | -6.48 | 73,813 | -6.78 | ||||
| 2026-05-07 | 13F | TCTC Holdings, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-01 | 13F | Kaizen Financial Strategies | 15,526 | -12.29 | 908 | -12.61 | ||||
| 2026-05-06 | 13F | Modera Wealth Management, LLC | 8,354 | -17.99 | 489 | -18.23 | ||||
| 2026-05-11 | 13F | Pathstone Holdings, LLC | 35,516 | -0.54 | 2,079 | -0.86 | ||||
| 2026-04-27 | 13F | Thrive Capital Management, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-01 | 13F | Global Wealth Management Investment Advisory, Inc. | 371,676 | -4.48 | 21,758 | -4.80 | ||||
| 2026-05-14 | 13F | Manhattan West Asset Management, LLC | 11,435 | -19.89 | 669 | -20.17 | ||||
| 2026-06-01 | 13F | Flagship Wealth Advisors, Llc | 24,959 | -16.57 | 1,467 | -16.46 | ||||
| 2026-05-11 | 13F | Cascade Wealth Advisors, Inc | 256,473 | -3.41 | 14,963 | -4.13 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 16,735 | -28.76 | 980 | -29.01 | ||||
| 2026-05-14 | 13F | Us Bancorp \de\ | 1,808 | -84.90 | 106 | -85.06 | ||||
| 2026-05-04 | 13F | Chicago Partners Investment Group LLC | 8,898 | -95.69 | 521 | -95.72 | ||||
| 2026-05-15 | 13F | Qube Research & Technologies Ltd | 0 | -100.00 | 0 | |||||
| 2026-04-22 | 13F | Monument Group Wealth Advisors, LLC | 9,574 | -0.72 | 560 | -1.06 | ||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 297,345 | -0.53 | 17,463 | -0.73 | ||||
| 2026-04-21 | 13F | FLP Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-14 | 13F | C M Bidwell & Associates Ltd | 12,765 | -0.55 | 747 | -0.80 | ||||
| 2025-12-29 | 13F | Narus Financial Partners, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-28 | 13F | Strata Wealth Advisors, LLC | 842,394 | -6.95 | 49,314 | -7.26 | ||||
| 2026-04-14 | 13F | XY Planning Network, Inc. | 96,572 | -0.96 | 5,634 | -1.61 | ||||
| 2026-05-11 | 13F | A4 Wealth Advisors LLC | 0 | -100.00 | 0 | |||||
| 2026-02-06 | 13F | McKinley Carter Wealth Services, Inc. | 0 | -100.00 | 0 | |||||
| 2026-05-14 | 13F | Advisory Alpha, LLC | 1,216,871 | -6.49 | 71,238 | -6.79 | ||||
| 2026-04-23 | 13F | Intrua Financial, LLC | 14,330 | -5.18 | 839 | -5.52 | ||||
| 2026-04-15 | 13F | Belleair Asset Management, LLC | 19,241 | -4.66 | 1,126 | -4.98 | ||||
| 2026-04-28 | 13F | Atticus Wealth Management, Llc | 5,208 | -7.13 | 305 | -7.60 | ||||
| 2026-04-21 | 13F | Topsail Wealth Management, LLC | 1,591 | -9.55 | 93 | -9.71 | ||||
| 2026-05-12 | 13F | Marion Wealth Management | 96,221 | -26.02 | 5,633 | -26.29 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | Call | 0 | -100.00 | 0 | -100.00 | |||
| 2026-04-03 | 13F | Waller Financial Planning Group, Inc | 0 | -100.00 | 0 | |||||
| 2026-05-14 | 13F | Seven Springs Wealth Group, LLC | 4,689 | -25.97 | 274 | -26.34 | ||||
| 2026-05-14 | 13F | North Dallas Bank & Trust Co | 18,853 | -2.08 | 1,104 | -2.39 | ||||
| 2026-04-09 | 13F | Everhart Financial Group, Inc. | 0 | -100.00 | 0 | |||||
| 2026-01-14 | 13F | Verum Partners LLC | 0 | -100.00 | 0 | |||||
| 2026-05-14 | 13F | Synergy Investment Management, LLC | 5,520 | -3.17 | 323 | -3.29 | ||||
| 2026-05-06 | 13F | Astra Wealth Partners LLC | 0 | -100.00 | 0 | |||||
| 2026-05-06 | 13F | Cornerstone Planning Group LLC | 279 | -13.62 | 16 | -11.11 | ||||
| 2026-05-08 | 13F | Valeo Financial Advisors, LLC | 40,601 | -1.33 | 2,377 | -1.66 | ||||
| 2026-05-07 | 13F | Dakota Wealth Management | 11,059 | -12.60 | 647 | -12.92 | ||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 73,415 | -19.65 | 4,298 | -19.92 | ||||
| 2026-05-12 | 13F | Anchor Capital Advisors Llc | 24,940 | -9.11 | 1,460 | -9.44 | ||||
| 2026-01-23 | 13F | Natural Investments, Llc | 0 | -100.00 | 0 | |||||
| 2026-05-11 | 13F | Manchester Capital Management LLC | 56,416 | -12.32 | 3,303 | -12.60 | ||||
| 2026-05-14 | 13F | Prudential Plc | 230,250 | -15.48 | 13,479 | -15.76 | ||||
| 2026-04-07 | 13F | U.S. Capital Wealth Advisors, LLC | 125,276 | -3.07 | 7,334 | -3.39 | ||||
| 2026-05-14 | 13F | Rockbridge Investment Management, LCC | 11,952 | -3.03 | 700 | -3.32 | ||||
| 2026-05-05 | 13F | Midwestern Financial, LLC /IA | 37,415 | -11.49 | 2,190 | -11.76 | ||||
| 2026-04-15 | 13F | Founders Grove Wealth Partners, Llc | 8,256 | -19.10 | 483 | -19.37 | ||||
| 2026-05-07 | 13F | REDW Wealth LLC | 29,218 | -4.31 | 1,710 | -4.63 | ||||
| 2026-04-17 | 13F | Halbert Hargrove Global Advisors, Llc | 0 | -100.00 | 0 | |||||
| 2026-04-23 | 13F | Spinnaker Trust | 0 | -100.00 | 0 | |||||
| 2026-05-01 | 13F | Ruedi Wealth Management, Inc. | 9,083 | -20.99 | 532 | -21.33 | ||||
| 2026-05-04 | 13F | Optima Capital Llc | 0 | -100.00 | 0 | |||||
| 2026-05-06 | 13F | Thomas Story & Son Llc | 58,802 | -14.85 | 3,442 | -15.12 | ||||
| 2026-02-17 | 13F | Angeles Wealth Management, Llc | 0 | -100.00 | 0 | |||||
| 2026-04-21 | 13F | Maridea Wealth Management LLC | 6,236 | -34.17 | 365 | -34.35 | ||||
| 2026-05-07 | 13F | Bearing Point Capital, Llc | 27,980 | -22.71 | 1,638 | -23.00 | ||||
| 2026-05-07 | 13F | First Command Advisory Services, Inc. | 1,096,947 | -2.57 | 64,215 | -2.89 | ||||
| 2026-05-08 | 13F | Tfo-tdc, Llc | 0 | -100.00 | 0 | |||||
| 2026-02-03 | 13F | Emerald Investment Partners, Llc | 0 | -100.00 | 0 | |||||
| 2026-04-28 | 13F | Carlton Hofferkamp & Jenks Wealth Management, LLC | 7,413 | -45.25 | 434 | -45.53 | ||||
| 2026-02-11 | 13F | Parallel Advisors, LLC | 7,377 | -13.14 | 433 | -13.23 | ||||
| 2026-05-15 | 13F | Millennium Management Llc | 0 | -100.00 | 0 | |||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 310,421 | -9.11 | 18,110 | -9.71 | ||||
| 2026-05-14 | 13F | Cedar Wealth Management, LLC | 5,509 | -28.65 | 322 | -28.92 | ||||
| 2026-05-01 | 13F | Anchor Investment Management, LLC | 46,960 | -8.80 | 2,749 | -9.06 | ||||
| 2026-05-06 | 13F | Meridian Wealth Management, LLC | 22,556 | -0.65 | 1,320 | -0.98 | ||||
| 2026-04-24 | 13F | Shah Capital Management | 342,990 | -3.70 | 20,079 | -4.02 | ||||
| 2026-05-13 | 13F | Scotia Capital Inc. | 95,644 | -27.31 | 5,599 | -27.55 | ||||
| 2026-04-14 | 13F | Congress Park Capital LLC | 18,750 | -8.54 | 1,098 | -8.81 | ||||
| 2026-01-23 | 13F | Stanich Group LLC | 0 | -100.00 | 0 | |||||
| 2026-05-15 | 13F | Northeast Financial Group, Inc. | 0 | -100.00 | 0 | |||||
| 2026-05-13 | 13F | McDonough Capital Management, Inc | 33,349 | -7.19 | 1,952 | -7.49 | ||||
| 2026-04-16 | 13F | GEN Financial Management, INC. | 217,502 | -6.35 | 12,733 | -6.66 | ||||
| 2026-05-08 | 13F | Fire Capital Management LLC | 0 | -100.00 | 0 | |||||
| 2026-02-11 | 13F | Strategic Wealth Designers | 0 | -100.00 | 0 | |||||
| 2026-04-24 | 13F | Keybank National Association/oh | 6,428 | -3.48 | 376 | -3.84 | ||||
| 2026-01-29 | 13F | Washington Capital Management Inc | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-05-15 | 13F | Laird Norton Trust Company, Llc | 0 | -100.00 | 0 | |||||
| 2026-05-01 | 13F | Sovran Advisors, LLC | 16,006 | -4.21 | 936 | -4.69 | ||||
| 2026-05-13 | 13F | 49 Wealth Management, Llc | 432,542 | -53.18 | 25,321 | -53.33 | ||||
| 2026-05-13 | 13F | PYA Waltman Capital, LLC | 39,954 | -2.94 | 2,339 | -3.27 | ||||
| 2026-04-16 | 13F | Capstone Wealth Management Group LLC | 5,671 | -2.59 | 332 | -2.93 | ||||
| 2026-04-07 | 13F | Orgel Wealth Management, LLC | 5,832,672 | -27.80 | 341,445 | -28.04 | ||||
| 2026-05-14 | 13F | LifePlan Investment Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2026-04-30 | 13F | Hegarty Advisors, LLC | 27,537 | -8.38 | 1,612 | -8.62 | ||||
| 2026-04-15 | 13F | Iams Wealth Management, Llc | 16,502 | -7.40 | 966 | -7.65 | ||||
| 2026-05-08 | 13F | Prime Capital Investment Advisors, LLC | 32,061 | -3.38 | 1,877 | -3.70 | ||||
| 2026-04-09 | 13F | TrueWealth Advisors, LLC | 21,400 | -54.08 | 1,253 | -54.24 | ||||
| 2026-04-15 | 13F | Snider Financial Group | 4,192 | -37.84 | 245 | -38.13 | ||||
| 2026-04-28 | 13F | Howe & Rusling Inc | 12,490 | -36.66 | 731 | -36.87 | ||||
| 2026-04-29 | 13F | Efficient Advisors, LLC | 145,860 | -53.60 | 8,539 | -53.75 | ||||
| 2026-01-15 | 13F | Saxony Capital Management, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-19 | 13F | McIlrath & Eck, LLC | 5,482 | -94.26 | 321 | -94.30 | ||||
| 2026-02-13 | 13F | SHUTTLEWORTH & Co | 0 | -100.00 | 0 | |||||
| 2026-04-21 | 13F | Magnolia Private Wealth, LLC | 5,240 | -50.45 | 307 | -50.72 | ||||
| 2026-05-06 | 13F | Private Wealth Asset Management, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-15 | 13F | Redhawk Wealth Advisors, Inc. | 7,973 | -14.43 | 467 | -14.81 | ||||
| 2026-05-12 | 13F | Absolute Capital Management, LLC | 18,116 | -3.49 | 1,061 | -3.81 | ||||
| 2026-05-15 | 13F | Engineers Gate Manager LP | 0 | -100.00 | 0 | |||||
| 2026-05-15 | 13F | Excelsior Advisor Network LLC | 62,400 | -11.40 | 3,653 | -11.70 | ||||
| 2026-05-12 | 13F | IFG Advisory, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-06 | 13F | GatePass Capital, LLC | 25,500 | -13.56 | 1,493 | -13.86 | ||||
| 2026-05-11 | 13F | Umb Bank N A/mo | 248 | -47.23 | 15 | -48.15 | ||||
| 2026-05-01 | 13F | Rakuten Securities, Inc. | 8 | -99.21 | 0 | -100.00 | ||||
| 2026-04-27 | 13F | Transcendent Capital Group LLC | 41,252 | -0.83 | 2,415 | -1.19 | ||||
| 2026-04-07 | 13F | Five Oceans Advisors | 528,506 | -4.37 | 30,939 | -4.68 | ||||
| 2026-03-06 | 13F | Union Savings Bank | 0 | -100.00 | 0 | |||||
| 2026-05-01 | 13F | Midwest Trust Co | 0 | -100.00 | 0 | |||||
| 2026-04-24 | 13F | Greystone Financial Group, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-14 | 13F | American State Bank (Iowa) | 0 | -100.00 | 0 | |||||
| 2026-05-08 | 13F | Creekmur Asset Management LLC | 0 | -100.00 | 0 | |||||
| 2026-05-13 | 13F | Jaffetilchin Investment Partners, LLC | 48,450 | -87.76 | 2,836 | -87.80 | ||||
| 2026-04-28 | 13F | Altfest L J & Co Inc | 5,614 | -0.05 | 329 | -0.30 | ||||
| 2026-04-08 | 13F | Wealth Enhancement Advisory Services, Llc | 246,187 | -45.95 | 14,375 | -46.31 | ||||
| 2026-05-13 | 13F | Callan Family Office, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 0 | -100.00 | 0 | |||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | Call | 0 | -100.00 | 0 | ||||
| 2026-04-30 | 13F | ACR Alpine Capital Research, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-13 | 13F | Enclave Advisors LLC | 5,467 | -19.48 | 320 | -19.60 | ||||
| 2026-04-29 | 13F | Greenwood Capital Associates Llc | 166,037 | -2.76 | 9,720 | -3.08 | ||||
| 2026-04-16 | 13F | Heck Capital Advisors, LLC | 55,097 | -24.61 | 3,225 | -24.86 | ||||
| 2026-05-15 | 13F | Estate Counselors, LLC | 19,145 | -87.02 | 1,121 | -87.07 | ||||
| 2026-04-24 | 13F | Brown Financial Advisory | 5,029 | -16.39 | 294 | -16.71 | ||||
| 2026-04-09 | 13F | Noble Family Wealth, LLC | 7,989 | -80.66 | 468 | -80.75 | ||||
| 2026-05-01 | 13F | International Assets Investment Management, Llc | 4,503 | -52.57 | 263 | -52.96 | ||||
| 2026-05-14 | 13F | Crabel Capital Management, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-27 | 13F | Cresta Advisors, Ltd. | 0 | -100.00 | 0 | |||||
| 2026-05-13 | 13F | Davis R M Inc | 20,059 | -5.00 | 1,174 | -5.32 | ||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 18,457 | -0.66 | 1,080 | -1.01 | ||||
| 2026-02-17 | 13F | Tolleson Wealth Management, Inc. | 8,082 | -8.49 | 475 | -8.67 | ||||
| 2026-05-11 | 13F | Wbi Investments, Inc. | 0 | -100.00 | 0 | |||||
| 2026-04-23 | 13F | Embree Financial Group | 13,401 | -27.29 | 785 | -27.54 | ||||
| 2026-05-13 | 13F | Lloyd Advisory Services, LLC. | 1,759 | -68.53 | 103 | -68.90 | ||||
| 2026-05-12 | 13F | Bnp Paribas Arbitrage, Sa | 4,500 | -90.45 | 263 | -90.50 | ||||
| 2026-05-14 | 13F | Banco Bilbao Vizcaya Argentaria, S.a. | 12,275 | -15.46 | 715 | -16.28 | ||||
| 2026-05-11 | 13F | Municipal Employees' Retirement System of Michigan | 0 | -100.00 | 0 | |||||
| 2026-05-12 | 13F | Insigneo Advisory Services, Llc | 31,786 | -1.17 | 1,861 | -1.48 | ||||
| 2026-05-12 | 13F | Alliance Wealth Advisors, LLC /UT | 0 | -100.00 | 0 | |||||
| 2026-04-08 | 13F | LifeGuide Financial Advisors, LLC | 40,288 | -1.59 | 2,358 | -1.95 | ||||
| 2026-05-06 | 13F | Quest 10 Wealth Builders, Inc. | 5,076 | -73.14 | 297 | -73.24 | ||||
| 2026-05-22 | 13F | Wellington Grp LLC | 0 | -100.00 | 0 | |||||
| 2026-04-23 | 13F | Harbor Investment Advisory, Llc | 18,363 | -0.95 | 1,075 | -1.29 | ||||
| 2026-04-21 | 13F | Fullerton Advisors, LLC | 20,769 | -9.52 | 1,216 | -9.87 | ||||
| 2026-05-14 | 13F | RMG Wealth Management LLC | 0 | -100.00 | 0 | |||||
| 2026-05-15 | 13F | Compass Wealth Management, LLC/GA | 218,787 | -47.32 | 12,808 | -47.50 | ||||
| 2026-05-11 | 13F | Legacy Edge Advisors, LLC | 11,404 | -13.87 | 668 | -14.16 | ||||
| 2026-04-24 | 13F | Key FInancial Inc | 143 | -48.56 | 8 | -50.00 | ||||
| 2026-02-13 | 13F | Nicolet Advisory Services, Llc | 194,125 | -5.72 | 11,403 | -5.72 | ||||
| 2026-04-16 | 13F | Diversified Trust Co | 5,677 | -58.31 | 332 | -58.45 | ||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 14,631 | -26.90 | 859 | -26.89 | ||||
| 2026-05-12 | 13F | Vista Cima Wealth Management LLC | 12,055 | -25.26 | 706 | -25.55 | ||||
| 2026-04-29 | 13F | Cary Street Partners Financial Llc | 35,499 | -1.98 | 2,078 | -2.30 | ||||
| 2026-04-28 | 13F | B.O.S.S. Retirement Advisors, LLC | 3,644 | -82.71 | 213 | -82.79 | ||||
| 2026-05-13 | 13F | Federation des caisses Desjardins du Quebec | 717,884 | -1.87 | 42,025 | -2.18 | ||||
| 2026-04-24 | 13F | Bull Street Advisors, LLC | 132,917 | -3.36 | 8 | -12.50 | ||||
| 2026-04-14 | 13F | Wealthcare Advisory Partners LLC | 0 | -100.00 | 0 | |||||
| 2026-05-01 | 13F | Thrivent Financial For Lutherans | 128,309 | -4.20 | 7 | 0.00 | ||||
| 2026-04-08 | 13F | Safir Wealth Advisors, LLC | 107,331 | -0.13 | 6,283 | -0.44 | ||||
| 2026-05-13 | 13F | Calton & Associates, Inc. | 9,050 | -4.11 | 530 | -4.51 | ||||
| 2026-04-21 | 13F | Decker Retirement Planning Inc. | 0 | -100.00 | 0 | |||||
| 2026-04-22 | 13F | Networth Advisors, LLC | 201 | -88.09 | 12 | -88.89 | ||||
| 2026-02-25 | 13F | Kw Wealth Management Llc | 4,603 | -0.04 | 270 | -0.37 | ||||
| 2026-04-17 | 13F | Trinity Wealth Management, LLC | 4,488 | -0.91 | 263 | -1.13 | ||||
| 2026-04-28 | 13F | Robertson Stephens Wealth Management, LLC | 85,420 | -9.74 | 5,000 | -10.02 | ||||
| 2026-05-14 | 13F | Financial Engines Advisors L.L.C. | 6,058 | -20.39 | 355 | -20.63 | ||||
| 2026-05-15 | 13F | GWM Advisors LLC | 142,453 | -30.15 | 240 | -98.00 | ||||
| 2026-04-17 | 13F | Cora Capital Advisors Llc | 0 | -100.00 | 0 | |||||
| 2026-04-24 | 13F | EJMK Ventures LLC | 3,418 | -61.30 | 200 | -61.39 | ||||
| 2026-05-06 | 13F | Sentinus, LLC | 18,859 | -10.60 | 1,104 | -10.82 | ||||
| 2026-01-12 | 13F | Breakthru Advisory Services, Llc | 0 | -100.00 | 0 | |||||
| 2026-04-22 | 13F | My Personal CFO, LLC | 11,419 | -2.11 | 668 | -2.48 | ||||
| 2026-04-30 | 13F | Manning & Napier Advisors Llc | 0 | -100.00 | 0 | |||||
| 2026-01-26 | 13F | Steinberganna Wealth Management | 0 | -100.00 | 0 | |||||
| 2026-04-16 | 13F | Orser Capital Management, Llc | 287,915 | -2.45 | 16,855 | -2.77 | ||||
| 2026-05-13 | 13F | Oak Grove Capital LLC | 94,900 | -2.57 | 5,555 | -2.88 | ||||
| 2026-04-24 | 13F | Capital Asset Advisory Services LLC | 5,313 | -4.92 | 311 | -5.18 | ||||
| 2026-01-23 | 13F | Financial Connections Group, Inc. | 0 | -100.00 | 0 | |||||
| 2026-05-15 | 13F | Transamerica Financial Advisors, Inc. | 48,187 | -4.18 | 2,821 | -4.50 | ||||
| 2026-05-13 | 13F | Kingdom Financial Group LLC. | 1,759 | -95.24 | 103 | -95.30 | ||||
| 2026-05-15 | 13F | Warren Averett Asset Management, LLC | 27,451 | -9.96 | 1,607 | -10.22 | ||||
| 2026-05-07 | 13F | New York Life Investment Management Llc | 2,283,713 | -18.05 | 133,689 | -18.32 | ||||
| 2026-04-13 | 13F | St Germain D J Co Inc | 18,443 | -6.76 | 1,080 | -7.06 | ||||
| 2026-05-07 | 13F | Key Capital Management, INC | 5,993 | -84.49 | 351 | -84.57 | ||||
| 2026-04-27 | 13F | Carter Financial Group, INC. | 5,883 | -18.86 | 344 | -19.06 | ||||
| 2026-05-05 | 13F | D.a. Davidson & Co. | 6,048 | -21.41 | 354 | -21.51 | ||||
| 2026-05-11 | 13F | MainStreet Investment Advisors LLC | 500,440 | -0.88 | 29,296 | -1.20 | ||||
| 2026-05-14 | 13F | Dynasty Wealth Management, Llc | 23,949 | -34.20 | 1,402 | -34.44 | ||||
| 2026-04-30 | 13F | Simplicity Wealth,LLC | 63,025 | -30.30 | 3,690 | -30.53 | ||||
| 2026-05-06 | 13F | Centennial Bank/AR/ | 1,229 | -50.92 | 72 | -51.70 | ||||
| 2026-05-11 | 13F | F/M Investments LLC | 0 | -100.00 | 0 | |||||
| 2026-05-01 | 13F | Diversify Advisory Services, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-04 | 13F | Brindle & Bay Financial Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2026-03-12 | 13F | Nalls Sherbakoff Group, Llc | 741 | -64.88 | 44 | -65.04 | ||||
| 2026-04-14 | 13F | Seven Mile Advisory | 59,538 | -82.75 | 3,485 | -82.80 | ||||
| 2026-05-14 | 13F | Evoke Wealth, Llc | 30,530 | -2.04 | 1,787 | -2.35 | ||||
| 2026-04-20 | 13F | SILVER OAK SECURITIES, Inc | 8,727 | -2.85 | 511 | -3.23 | ||||
| 2026-05-06 | 13F | Cornerstone Financial Group, LLC /NE/ | 68,425 | -0.30 | 3,990 | -1.02 | ||||
| 2026-05-06 | 13F | HighMark Wealth Management LLC | 0 | -100.00 | 0 | |||||
| 2026-01-08 | 13F | Genesis Private Wealth, Llc | 0 | -100.00 | 0 | |||||
| 2026-02-04 | 13F | Timonier Family Office, LTD. | 0 | -100.00 | 0 | |||||
| 2026-04-27 | 13F | GenTrust, LLC | 8,294 | -5.49 | 486 | -5.83 | ||||
| 2026-05-12 | 13F | CIBC Bancorp USA Inc. | 6,372 | -29.76 | 373 | -30.21 | ||||
| 2026-05-07 | 13F/A | Triad Investment Management | 66,562 | -24.23 | 3,897 | -24.48 | ||||
| 2026-01-12 | 13F | Castleview Partners, Llc | 0 | -100.00 | 0 | |||||
| 2026-04-21 | 13F | Chapin Davis, Inc. | 8,698 | -6.32 | 509 | -6.61 | ||||
| 2026-04-30 | 13F | BRYN MAWR TRUST Co | 25,536 | -11.15 | 1,495 | -11.44 | ||||
| 2026-05-04 | 13F | Procyon Private Wealth Partners, LLC | 6,811 | -36.97 | 399 | -37.22 | ||||
| 2026-04-10 | 13F | Sunflower Bank, N.A. | 0 | -100.00 | 0 | |||||
| 2026-04-22 | 13F | Muirfield Wealth Advisors Llc | 117,107 | -0.22 | 6,855 | -0.55 | ||||
| 2026-02-17 | 13F | Blueprint Investment Partners LLC | 0 | -100.00 | 0 | |||||
| 2026-04-24 | 13F | Root Financial Partners, LLC | 541 | -18.28 | 32 | -18.42 | ||||
| 2026-04-13 | 13F | Massmutual Trust Co Fsb/adv | 501,063 | -0.80 | 29,332 | -1.12 | ||||
| 2026-04-23 | 13F | Strategic Point Investment Advisors, LLC | 421,278 | -1.84 | 24,662 | -2.16 | ||||
| 2026-04-23 | 13F | Fairman Group, LLC | 1,238 | -1.51 | 72 | -1.37 | ||||
| 2026-04-24 | 13F | Merited Wealth, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-15 | 13F | Gotham Asset Management, LLC | 46,573 | -11.74 | 2,726 | -12.01 | ||||
| 2026-05-13 | 13F | Argent Trust Co | 64,663 | -0.67 | 3,785 | -0.99 | ||||
| 2026-04-28 | 13F | Retirement Financial Solutions, Llc | 91,246 | -7.72 | 5,342 | -8.02 | ||||
| 2026-04-17 | 13F | AdvisorNet Financial, Inc | 1,990 | -11.32 | 117 | -11.45 | ||||
| 2026-04-20 | 13F | L.K. Benson & Company, P.C. | 7,689 | -32.51 | 450 | -32.74 | ||||
| 2026-04-24 | 13F | Financial Plan, Inc. | 115,763 | -0.18 | 6,777 | -0.50 | ||||
| 2026-05-07 | 13F | Wells Financial Advisors INC | 7,810 | -19.82 | 457 | -20.10 | ||||
| 2026-05-11 | 13F | Mark Sheptoff Financial Planning, Llc | 0 | -100.00 | 0 | |||||
| 2026-04-16 | 13F | Balboa Wealth Partners | 56,281 | -14.53 | 3,295 | -14.82 | ||||
| 2026-05-08 | 13F | Align Financial, LLC | 1,565 | -98.30 | 92 | 0.00 | ||||
| 2026-04-30 | 13F | Sequoia Financial Advisors, LLC | 298,503 | -0.90 | 17,474 | -1.22 | ||||
| 2026-05-11 | 13F | Easterly Investment Partners Llc | 4,604 | -0.75 | 270 | -1.10 | ||||
| 2026-01-29 | 13F | ArborFi Advisors, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-01-12 | 13F | Salem Investment Counselors Inc | 0 | -100.00 | 0 | |||||
| 2026-05-08 | 13F | Coldstream Capital Management Inc | 1,365,541 | -2.46 | 79,939 | -2.78 | ||||
| 2026-05-01 | 13F | Carnegie Capital Asset Management, LLC | 526,441 | -2.57 | 30,818 | -2.89 | ||||
| 2026-04-13 | 13F | Creative Financial Designs Inc /adv | 267,022 | -41.39 | 15,631 | -41.58 | ||||
| 2026-05-05 | 13F | Signet Financial Management, Llc | 63,706 | -1.94 | 3,729 | -2.25 | ||||
| 2026-05-14 | 13F | EP Wealth Advisors, Inc. | 9,016 | -61.32 | 528 | -61.48 | ||||
| 2026-05-14 | 13F | StoneX Group Inc. | 13,370 | -34.04 | 782 | -34.29 | ||||
| 2026-02-11 | 13F | IMA Wealth, Inc. | 0 | -100.00 | 0 | |||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 1,902,776 | -0.41 | 111,390 | -0.73 | ||||
| 2026-05-01 | 13F | R. W. Roge & Company, Inc. | 9,336 | -0.35 | 1 | |||||
| 2026-05-04 | 13F | Conservest Capital Advisors, Inc. | 130,033 | -45.64 | 7,612 | -45.81 | ||||
| 2026-02-12 | 13F | Wealthspire Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-06 | 13F | Leuthold Group, Llc | 10,598 | -4.96 | 620 | -5.20 | ||||
| 2026-04-22 | 13F | Grove Street Fiduciary, LLC | 42,598 | -0.24 | 2,494 | -0.56 | ||||
| 2026-01-26 | 13F | Elevation Capital Advisory, LLC | 0 | -100.00 | 0 | |||||
| 2026-02-20 | 13F/A | Prestige Wealth Management Group LLC | 0 | -100.00 | 0 | |||||
| 2026-05-01 | 13F | Hantz Financial Services, Inc. | 231 | -89.12 | 0 | |||||
| 2026-05-01 | 13F | HFM Investment Advisors, LLC | 304 | -12.39 | 18 | -15.00 | ||||
| 2026-05-12 | 13F | Creative Planning | 1,363,191 | -7.27 | 79,801 | -7.57 | ||||
| 2026-04-20 | 13F | Courier Capital Llc | 7,178 | -1.40 | 420 | -1.64 | ||||
| 2026-04-21 | 13F | Centennial Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-08 | 13F | Holos Integrated Wealth LLC | 0 | -100.00 | 0 | |||||
| 2026-05-11 | 13F | SCS Capital Management LLC | 120,694 | -27.97 | 7,065 | -28.20 | ||||
| 2026-05-08 | 13F | Glenview Trust Co | 13,971 | -18.04 | 818 | -18.38 | ||||
| 2026-04-21 | 13F | MBE Wealth Management, LLC | 18,655 | -16.59 | 1,092 | -16.83 | ||||
| 2026-04-27 | 13F | Truist Financial Corp | 1,067,888 | -3.68 | 62,514 | -3.99 | ||||
| 2026-05-12 | 13F | Culbertson A N & Co Inc | 80,906 | -0.77 | 4,736 | -1.09 | ||||
| 2026-05-12 | 13F | M&t Bank Corp | 2,162,215 | -36.22 | 126,576 | -36.42 | ||||
| 2026-05-04 | 13F | Mml Investors Services, Llc | 329,736 | -19.63 | 19,303 | -19.89 | ||||
| 2026-04-03 | 13F | First County Bank /CT/ | 12,194 | -4.18 | 714 | -4.55 | ||||
| 2026-05-15 | 13F | Cresset Asset Management, LLC | 3,606 | -37.91 | 211 | -38.12 | ||||
| 2026-02-06 | 13F | Forefront Wealth Partners, LLC | 0 | -100.00 | 0 | |||||
| 2026-02-10 | 13F | Sage Investment Advisers LLC | 0 | -100.00 | 0 | |||||
| 2026-04-22 | 13F | Krm Wealth Management L.l.c. | 15,388 | -0.88 | 901 | -1.21 | ||||
| 2026-04-13 | 13F | Compass Ion Advisors, LLC | 15,937 | -20.11 | 933 | -20.41 | ||||
| 2026-05-15 | 13F | GLOBALT Investments LLC / GA | 0 | -100.00 | 0 | |||||
| 2026-05-13 | 13F | Kovitz Investment Group Partners, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-15 | 13F | Larson Financial Group LLC | 1,117 | -24.98 | 65 | -25.29 | ||||
| 2026-05-11 | 13F | Westwood Wealth Management | 0 | -100.00 | 0 | |||||
| 2026-05-14 | 13F | Integrity Financial Corp /WA | 0 | -100.00 | 0 | |||||
| 2026-05-14 | 13F | Mill Creek Capital Advisors, LLC | 73,895 | -64.74 | 4,326 | -64.86 | ||||
| 2026-02-13 | 13F | Icon Wealth Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-14 | 13F | Vernal Point Advisors, LLC | 475,011 | -2.70 | 27,807 | -3.01 | ||||
| 2026-04-28 | 13F | Raleigh Capital Management Inc. | 732 | -70.71 | 43 | -71.23 | ||||
| 2026-04-20 | 13F | Barton Investment Management | 25,934 | -2.46 | 1,518 | -2.75 | ||||
| 2026-04-28 | 13F | Steigerwald, Gordon & Koch Inc. | 0 | -100.00 | 0 | |||||
| 2026-05-06 | 13F | VSM Wealth Advisory, LLC | 1,168 | -9.95 | 68 | -10.53 | ||||
| 2026-01-13 | 13F | Stephens Consulting, LLC | 279 | -50.27 | 16 | -51.52 | ||||
| 2026-04-21 | 13F | Colony Family Offices, LLC | 92,770 | -1.64 | 5,431 | -1.97 | ||||
| 2026-01-27 | 13F | Krilogy Financial LLC | 0 | -100.00 | 0 | |||||
| 2026-02-02 | 13F | Essex Savings Bank | 0 | -100.00 | 0 | |||||
| 2026-05-14 | 13F | Sun Life Financial Inc | 0 | -100.00 | 0 | |||||
| 2026-04-10 | 13F | Charles Schwab Trust Co | 359,691 | -4.75 | 21,056 | -5.06 | ||||
| 2025-12-15 | 13F | Farmers National Bank | 0 | -100.00 | 0 | |||||
| 2026-04-08 | 13F | Miracle Mile Advisors, LLC | 7,046 | -34.25 | 412 | -34.50 | ||||
| 2026-01-15 | 13F | Allspring Global Investments Holdings, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-08 | 13F | Tillman Hartley LLC | 72,070 | -0.94 | 4,219 | -1.26 | ||||
| 2026-04-13 | 13F | Woodside Wealth Management LLC | 0 | -100.00 | 0 | |||||
| 2026-04-17 | 13F | RFG Advisory, LLC | 69,167 | -3.44 | 4,049 | -3.76 | ||||
| 2026-04-20 | 13F | LifeWealth Investments, LLC | 4,136 | -84.95 | 242 | -85.00 | ||||
| 2026-04-15 | 13F | Horizon Financial Services, Llc | 181,415 | -1.37 | 10,620 | -1.68 | ||||
| 2026-04-06 | 13F | Versant Capital Management, Inc | 6,956 | -15.33 | 407 | -15.56 | ||||
| 2026-04-09 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 0 | -100.00 | 0 | |||||
| 2026-04-22 | 13F | Spire Wealth Management | 4,557 | -1.11 | 267 | -1.48 | ||||
| 2026-05-18 | 13F | Edgestream Partners, L.P. | 0 | -100.00 | 0 | |||||
| 2026-04-09 | 13F | Wedmont Private Capital | 54,950 | -6.07 | 3,211 | -6.63 | ||||
| 2026-05-15 | 13F | Brown Advisory Inc | 588,276 | -65.69 | 34,438 | -65.80 | ||||
| 2026-04-07 | 13F | Deane Retirement Strategies, Inc. | 0 | -100.00 | 0 | |||||
| 2026-05-11 | 13F | Penserra Capital Management LLC | 0 | -100.00 | 0 | |||||
| 2026-05-14 | 13F | Traynor Capital Management, Inc. | 0 | -100.00 | 0 |
